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CME Group
CME

Overview Fund Activity

1,353 hedge funds and large institutions have $67.7B invested in CME Group in 2023 Q4 according to their latest regulatory filings, with 214 funds opening new positions, 527 increasing their positions, 433 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,353
Holders Change
+129
Holders Change %
+10.54%
% of All Funds
19.83%
Holding in Top 10
46
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+6.98%
% of All Funds
0.67%
New
214
Increased
527
Reduced
433
Closed
66
Calls
$348M
Puts
$540M
Net Calls
-$192M
Net Calls Change
-$181M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$1.27B
2
CWP
Capital Wealth Planning
Florida
+$254M
3
Capital World Investors
Capital World Investors
California
+$247M
4
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$221M
5
Fidelity Investments
Fidelity Investments
Massachusetts
+$197M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$661M
2
Capital Research Global Investors
Capital Research Global Investors
California
-$508M
3
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
-$212M
4
Amundi
Amundi
France
-$168M
5
ESCM
Echo Street Capital Management
New York
-$110M
Name Holding Trade Value Shares
Change 		Shares
Change %
CK
726
Cohen Klingenstein
New York
$1.1M – – –
CG
727
Caprock Group
Idaho
$1.1M +$41.9K +194 +4%
BP
728
Ballentine Partners
Massachusetts
$1.09M +$25.5K +121 +2%
CCA
729
Checchi Capital Advisers
California
$1.09M -$21.7K -103 -2%
FIA
730
FNY Investment Advisers
New York
$1.07M +$1.07M +5,100 New
VC
731
Vestor Capital
Illinois
$1.07M +$881K +4,183 +463%
KS
732
Karpas Strategies
Connecticut
$1.05M – – –
B
733
Bailard
California
$1.05M – – –
MCI
734
MRP Capital Investments
Georgia
$1.04M -$1.07M -5,096 -51%
PA
735
Profund Advisors
Maryland
$1.04M +$183K +871 +21%
HWM
736
HB Wealth Management
Georgia
$1.04M +$148K +702 +17%
Lido Advisors
737
Lido Advisors
California
$1.03M +$108K +502 +12%
OAM
738
Ostrum Asset Management
France
$1.03M -$52K -247 -5%
MAS
739
Meeder Advisory Services
Ohio
$1.02M +$15.2K +72 +2%
TPCM
740
Templeton & Phillips Capital Management
Tennessee
$1.01M +$1.01M +4,794 New
PBK
741
Peoples Bank (Kansas)
Kansas
$997K -$10.5K -50 -1%
GCGDR
742
Geo Capital Gestora de Recursos
Brazil
$997K -$2.84M -13,473 -74%
FCI
743
Financial Counselors Inc
Kansas
$989K -$26.3K -125 -3%
HCMT
744
Highland Capital Management (Tennessee)
Tennessee
$966K – – –
BCM
745
Boltwood Capital Management
California
$966K – – –
SI
746
Sprott Inc
Ontario, Canada
$963K +$39.2K +186 +4%
SI
747
Saxon Interests
Texas
$958K +$958K +4,550 New
BIM
748
Baldwin Investment Management
Pennsylvania
$955K -$10.5K -50 -1%
TFA
749
Transamerica Financial Advisors
Florida
$953K -$170K -805 -15%
MWM
750
Modera Wealth Management
New Jersey
$951K -$122K -577 -11%
28 29
30
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